+865.9%
HII price history and return analytics
+364.8%
+501.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | -2.8% | +0.4% | -3.3% | -3.2% |
| 30D | -9.6% | +1.0% | -10.6% | -10.3% |
| 3M | -2.5% | +2.4% | -4.8% | -4.3% |
| 6M | -34.0% | +12.0% | -46.0% | -39.6% |
| YTD | -14.9% | +15.3% | -30.2% | -23.8% |
| 1Y | +7.7% | +22.6% | -14.9% | -7.8% |
| 3Y | +37.7% | +74.7% | -37.0% | -10.1% |
| 5Y | +56.8% | +66.1% | -9.4% | +4.6% |
| 10Y | +107.9% | +225.0% | -117.1% | -18.0% |
| All | +865.9% | +364.8% | +501.1% | +206.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling